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Before you begin…

Thank you for choosing to transfer your ISA to Shepherds Friendly. Before you start the application please read our Important information about us document and the following documents below, and once done, press ‘get started’.

  • PDF Key Information Document (Regular)
  • PDF Key Information Document (Single)
  • PDF Important Information Guide
Please confirm you have read the Key Information Document
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Important things to consider

  • Bonus rates vary from year to year depending on the performance of our investments and in some years we may not pay out any at all.
  • HM Revenue and Customs may change the tax status of an ISA in the future.
  • Inflation and making regular withdrawals may affect the purchasing value of your investment in the future.
  • In poor investment conditions we may apply a Market Value Reduction (MVR).
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© The Shepherds Friendly Society Limited 2021

Shepherds Friendly is a trading name of The Shepherds Friendly Society Limited which is an incorporated Friendly Society under the 1992 Friendly Societies Act No. 240F. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. FS Registration Number 109997.

When you take out an investment product with us your capital is at risk and you may get back less than you have put in. All references to taxation are to UK taxation and are based on Shepherds Friendly Society’s understanding of current legislation and H M Revenue and Customs practice which may change in the future. For our With Profits plans investment growth is by means of bonuses, the amount of which cannot be guaranteed throughout the term of the contract.

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